Who We Are

Matthew R. Clegg joined Wilson Investment Group in 2001 to provide customized strategies to his clients. His ability to make the most complex of financial issues simple to understand serves as a key component of his practice...

Brad C. Wilson joined the Wilson Investment Group in the fall of 1998 and has since been coordinating the financial planning needs of his clients. His “serve first” philosophy has been the focus of his practice....

Richard (Dick) H. Phelan has been assisting individuals with their financial direction since 1992, when he joined the Wilson Investment Group. His attention to thorough financial planning has provided him excellent client...

Joining Wilson Investment Group in 2006, Monica Venable specializes in building relationships with clients. She also coordinates responsibilities for the firm as a whole. Monica graduated from Auburn University with a B.S. degree in...

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